Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
2,861
-376
-12% -$67.2K 0.09% 142
2025
Q1
$519K Sell
3,237
-437
-12% -$70K 0.1% 130
2024
Q4
$639K Sell
3,674
-32
-0.9% -$5.57K 0.15% 118
2024
Q3
$839K Sell
3,706
-160
-4% -$36.2K 0.2% 97
2024
Q2
$865K Sell
3,866
-108
-3% -$24.2K 0.21% 97
2024
Q1
$1.02M Buy
3,974
+93
+2% +$23.8K 0.25% 92
2023
Q4
$882K Buy
3,881
+230
+6% +$52.3K 0.24% 95
2023
Q3
$737K Sell
3,651
-2,107
-37% -$425K 0.23% 95
2023
Q2
$695K Buy
5,758
+2,166
+60% +$261K 0.2% 100
2023
Q1
$316K Sell
3,592
-133
-4% -$11.7K 0.1% 149
2022
Q4
$313K Buy
3,725
+2,396
+180% +$201K 0.11% 147
2022
Q3
$207K Buy
+1,329
New +$207K 0.06% 175